A decision is expected within “weeks”.
Category: Markets
Make ‘Miscalculation’ Great Again
The word became so ubiquitous in trade war commentary that it ceased to have any meaning.
I’ll Die Unhedged, Thank You.
They say you can’t hedge a portfolio for the end of the world.
Don’t Fight The Rate-Setters? Or Are Stocks ‘The Real Aberration’?
“The reality is”…
We’re Devolving. And The Cobblers Are Restless.
“It is time to bring this trade war to an end”.
When The Chips Are Down
Semis are now synonymous with the overarching macro narrative.
Trump-O-Nomics, Italian Style
“What I care about is a Trump-like revolution.”
Semi Rout At Risk Of Morphing Into Bloodbath As Huawei Reality Sets In
As usual, the market will be forced to deliver the bad news.
An Awkward Combination.
To the extent there are any good vibes, they aren’t likely to last.
It’s All Political These Days: Full Week Ahead Preview
Donald Trump likely won’t be in a good mood as the new week dawns.
There’s China And Then There’s ‘Everything Else’…
If you’re curious to know what US credit investors are concerned about, the answer is “China”.
Why Fed Cuts Now Would ‘Only Make Things Worse’
Just after 8:30 AM on Tuesday, Donald Trump sent his eleventh tweet of the day….
‘Tariff Man’ Versus The World
“…a toxic cocktail of misguided protectionism and tacky jingoism wrapped in faux national security concerns.”
With Talks ‘Stalled’, Here’s Why Marko Kolanovic Thinks The Trade War Will Eventually Be Resolved
But beware “miscalculations”.
Deutsche’s Kocic: ‘Rates Gamma Is Still Not Relaxing’, Here’s Why
“…this is a possible continuation of the March episode.”
Trump Officially Condemns Europe, Japan To Six Months Of Hellacious Auto Trade Talks
Whether or not this is a genuine nod to the desirability of solving disputes amicably is questionable, at best.
Deere In Headlights: ‘People Are Getting Nervous About The Farmers’
“Ongoing concerns about export-market access”…
China Digs In With State Media Blitz Presaging Long War With ‘Tricky Bandit’ Trump
“If anyone thinks the Chinese side is bluffing, that will be the most significant misjudgment.”
‘It’s The Equivalent Of A Nuclear Bomb’: Trump’s Huawei Gamble Heightens Risk Of Sino-US Cold War
“It seems to us the war is indeed spreading beyond tariffs”.
Marko Kolanovic: The Trump ‘Put’ Is 3-4% Out Of The Money
“The ‘Trump put’ has now evolved into a ‘Trump collar’.
As Walmart Tells The Ugly Truth About Tariffs, Wilbur Ross Has A Propaganda Party With Maria Bartiromo
“We will do everything we can to keep prices low, but”…
‘Bandit Logic’ And Gamma Gravity
Local stability, but mind the “bandit” at 1600 Penn.
Huawei Blackballed And The Return Of Raging Rates Moves: A Macro Odyssey
Good luck sorting out what’s in the driver’s seat.
Fearing Multi-Front Trade War, Trump Administration Backs Off Europe, Canada, Mexico
Someone over the White House thought it might be a good idea to avoid fighting a multi-front trade war.
Trump Decides Now Not Great Time To ‘Rid Fifth Avenue Of Mercedes’
Now we’ll all wait on the inevitable tweets.
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